SHP Wealth Management’s SES AI SES Stock Holding History

SHP Wealth Management’s Portfolio SES Stock Details SES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50	Closed	-$90	–	1899
2025 Q4	$90	Buy	+50	New	+$112	﹤0.01%	1505

Other funds holding SES

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GMH

General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SHP Wealth Management's SES Position: Q1 2026 in Review

SHP Wealth Management sold out of SES AI (SES) in Q1 2026, closing a stake of 50 shares — an estimated $90 sold.

SHP Wealth Management first reported a position in SES in Q4 2025 and held it in 1 quarter. The position peaked at $90 in Q4 2025. 141 funds tracked by Wall St. Rank hold SES as of Q1 2026.

SHP Wealth Management reported no remaining SES AI position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 50 SES AI shares in Q1 2026, an estimated $90.
SHP Wealth Management first reported a position in SES AI in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's SES AI position peaked at $90 in Q4 2025.
141 funds tracked by Wall St. Rank held SES AI as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.